PHILADELPHIA, PA — RTD Financial has been named to the National Association of Plan Advisors’ list of the nation’s top defined contribution (DC) Advisor Teams with Assets under Advisement over $100 Million. Unlike other lists, this focuses on individual firms and the assets under advisement related to their defined contribution (DC) practice. RTD has been […]
Every investor and business owner should understand the concept of “piercing the corporate veil,” because in this instance, ignorance could be costly. When a company is established via a limited liability company (LLC) or incorporated as a C corporation or an S corporation, a distinct legal entity is created. Many of us are familiar with […]
Whether you’re pregnant, a new parent, or simply considering starting a family, there’s much to consider when planning for the arrival of a new baby. It’s no secret that kids are expensive, but with a little planning, you can feel confident and prepared for this big adventure! We’ve identified a few considerations below, broken out […]
We espouse the belief that “Time in the Markets” is more important to long-term investment success than “Timing the Markets.” “Time in the Markets” requires investing in a portfolio diversified in a number of ways: stocks and bonds, U.S. and non-U.S., large cap and small cap, and growth and value. “Timing the Markets” requires the ability […]
We insure our cars, our homes, our lives, our collectibles, our livelihoods and our health. If we own high-end competition animals like race or show horses, we can also insure those animals – but should we insure pets as well? Pet insurance is now available from traditional insurance companies like Nationwide and GEICO, via agencies […]
Irene Giman was featured in a Member Spotlight for Impact100 South Jersey. Click here to read the feature. Impact100 South Jersey is a women’s collective giving group. Their goal is to bring together over 100 diverse and philanthropic-minded members who will combine their contributions to give high-impact grants to local organizations. Each year, they hope […]
Overview New to personal finance? Nicole Offerman and Rachel Moran can help you determine what to do with your money! Watch this webinar to learn more about the following: Identifying your priorities and time horizon Determining the required contribution needed to meet your goals Understanding the different types of accounts Developing a spending plan Determining […]
As you may know, the Biden administration released the latest proposal of major tax legislation on October 28th as the Build Back Better Act. Many of the changes we saw in the September 13th tax proposal are gone such as the updated marginal tax rates, the maximum capital gains rate of 25%, and changes to […]
The cryptocurrency market is a rapidly growing segment of the financial markets. From its beginning 13 years ago with the invention of Bitcoin, it has grown to over $2.5 trillion dollars in market cap and over 6,700 cryptocurrencies. While maybe even a couple of years ago it could be written off as a fad, as […]
So your parents don’t want to talk about money. Search the internet, and you’ll find reams of material written about discussing family finances between generations, but it’s almost always from the perspective of an affluent parent or grandparent wondering when and how to reveal the extent family’s wealth to a young person. Or the stories […]